Samsung Locks 70% of Memory Capacity to 2031, but Nvidia Still Faces Shortages
Samsung Electronics has reportedly allocated 70% of its memory production capacity through 2031 to long-term agreements (LTAs) with major tech…
AsiaAI.FYI
Author: Dick Weisinger
Nvidia’s $279B Supply Commitments: Secure Capacities for the Rubin Platform’s 70% Growth Target
NVIDIA reported Q2 FY2027 revenue of $96.22 billion, up 106% year-over-year, with data center revenue reaching $89 billion.
Japan’s ¥8.89T Defense Budget: Ministry of Defense to Fund AI Command Systems and Drones
Japan's Ministry of Defense has requested a record ¥8.89 trillion (approximately $60 billion USD) for the 2027 fiscal year, aiming…
Nvidia’s ₩4.7T MediaTek Bet: Why the GPU Giant Is Backing Taiwanese SoC Design
NVIDIA is reportedly investing 4.7 trillion Korean won (approximately $3.4 billion USD) into MediaTek, a Taiwanese chip designer.
Newsletter Kioxia Quadruples Sales to Rank Eighth Globally as AI Flash Demand Surges
Top stories: Kioxia Ranks 8th in Global Semiconductor Companies, Q2 2026 · Kioxia Rides AI Demand Wave with Surging Revenues…
Kioxia Quadrupled Q2 Sales on AI Flash Demand, Securing a Critical Non-Chinese Memory Source
Kioxia ranked 8th in global semiconductor sales for Q2 2026, marking the highest growth among the top 20 companies.
Anthropic Sued by Music Publishers: Why Claude’s Training Data Faces a Billion-Dollar Legal Threat
Sony Music Publishing and Warner Chappell Music, along with other music publishers, have filed a lawsuit against Anthropic, its CEO…
TSMC’s COUPE Roadmap: Integrating Light Sources to Solve the AI Interconnect Bottleneck
TSMC's Dr. Ming-Fa Chen presented updates on the COUPE silicon photonics platform at SEMICON Taiwan 2026, detailing plans to integrate…
Imec’s 2041 Angstrom Roadmap: High-NA EUV Becomes the Standard for Advanced Foundries
Imec, a leading semiconductor R&D center, announced its updated technology roadmap extending to the A2 node by 2041, emphasizing High-NA…
Lam Research Is Building an Oregon R&D Center to Speed Up HBM Supply for Samsung and SK hynix
Lam Research has begun construction on a new R&D center in Oregon, focused on enhancing semiconductor manufacturing capabilities for AI…
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